SYM Financial Corp’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Buy |
+1,080
| New | +$671K | 0.08% | 92 |
|
|
2025
Q1 | – | Sell |
-51
| Closed | -$30K | – | 371 |
|
|
2024
Q4 | $30K | Buy |
+51
| New | +$30K | ﹤0.01% | 295 |
|
|
2024
Q1 | – | Sell |
-94
| Closed | -$44.9K | – | 177 |
|
|
2023
Q4 | $44.9K | Sell |
94
-505
| -84% | -$241K | 0.01% | 139 |
|
|
2023
Q3 | $257K | Buy |
599
+551
| +1,148% | +$237K | 0.05% | 79 |
|
|
2023
Q2 | $21.2K | Buy |
+48
| New | +$21.2K | ﹤0.01% | 92 |
|
|
2022
Q3 | – | Sell |
-79
| Closed | -$30K | – | 111 |
|
|
2022
Q2 | $30K | Sell |
79
-45
| -36% | -$17.1K | 0.01% | 87 |
|
|
2022
Q1 | $56K | Hold |
124
| – | – | 0.02% | 74 |
|
|
2021
Q4 | $59K | Hold |
124
| – | – | 0.02% | 74 |
|
|
2021
Q3 | $53K | Hold |
124
| – | – | 0.03% | 80 |
|
|
2021
Q2 | $53K | Buy |
+124
| New | +$53K | 0.03% | 63 |
|